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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$145M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
North Reef Capital Management
California
$6.49M
2
Millennium Management
Millennium Management
New York
$17.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
SIS
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
376
Sound Income Strategies
Florida
$5.09K – – –
VWM
377
Venturi Wealth Management
Texas
$4.64K +$928 +10 +25%
VAG
378
VisionPoint Advisory Group
Texas
$4.64K +$4.64K +50 New
RFG
379
REAP Financial Group
Texas
$4.47K +$4.47K +48 New
JWA
380
JFS Wealth Advisors
Pennsylvania
$4.45K +$2.69K +29 +153%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$3.8K -$1.58K -17 -29%
HFS
382
Hantz Financial Services
Michigan
$3K +$1.94K +22 +183%
VCM
383
Versant Capital Management
Arizona
$2.97K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$2.32K -$186 -2 -7%
PA
385
Pineridge Advisors
Missouri
$2.13K +$2.13K +23 New
SIC
386
SJS Investment Consulting
Ohio
$1.67K +$186 +2 +13%
FFA
387
Farther Finance Advisors
California
$1.39K +$556 +6 +67%
PWA
388
Provenance Wealth Advisors
Florida
$1.21K +$93 +1 +8%
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$1.02K +11 New
AWM
390
Avior Wealth Management
Nebraska
$927 – – –
S
391
Sachetta
Massachusetts
$835 +$835 +9 New
GWS
392
Glassman Wealth Services
Virginia
$742 +$371 +4 +100%
HI
393
Horizon Investments
North Carolina
$554 +$277 +3 +100%
TWP
394
TFO Wealth Partners
Ohio
$278 – – –
FGAM
395
Financial Gravity Asset Management
Texas
$4 -$2 – –
Citadel Advisors
396
Citadel Advisors
Florida
– -$24M -318,025 Closed
Holocene Advisors
397
Holocene Advisors
New York
– -$4.21M -55,827 Closed
CRC
398
Curi RMB Capital
Illinois
– -$1.98M -26,200 Closed
HF
399
HRT Financial
New York
– -$1.04M -13,723 Closed
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
– -$1.02M -13,502 Closed
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